Independent thinking for complex markets and current events
I am speechless. Trump brought prices down for a yearthen managed to spike it up by 100% in 2 months pic.twitter.com/GxjCvpUbze — Prof (@TheProfInvestor) March 19, 2026 Amid all this turbulence in Hormuz, the Fed kept its dot plot intact, which only underscores the point I have made all week, that Powell is not keen …
via notayesmanseconomics This morning has brought something which I thought was pretty much inevitable in these times so let us get straight to it. From the Riksbank of Sweden. To provide further support to economic activity and to stabilise inflation at the target in the medium term, the Executive Board has decided to cut the …
Ho lee fuk. 20% inflation in bound.😅 https://t.co/658lOvOEAI — The Great Martis (@great_martis) August 29, 2025 Breaking: August PCE: .2% as expected. 2.6% yoy as expected. Core PCE 2.9% as expected. Was 2.8% last month. Very tame numbers. — QE Infinity (@StealthQE4) August 29, 2025 That’s 53 months in a row above 2%. When policy …
Inflation at 5% and Waller's saying “we’ll wait it out.” My man’s treating CPI like a bad Wi-Fi signal. — Bossco (@BosscoQuant) April 14, 2025
by David Haggith The Fed goosed the stock market today with another Powell put, but in a slightly slier manner. Fed Chair Jerome Powell, offered some pretty peculiar surprises at the Fed’s FOMC meeting today, but not in interest policy. While the Fed held steady on actual interest rate policy as everyone was certain it …
BY DAVID HAGGITH Because it has to be in order to fund Bidenomics. As Powell clasps his hands in desperate hope without any evidence to back his hope, the US Treasurer today, like the Treasurer in yesteryear, is giving a solid thumbs-up to his plan, which is already accomplishing everything the Treasury desperately needed. After …
Treasury Secretary Janet Yellen said she regrets describing inflation in 2021 as “transitory,” the term several Federal Reserve and Biden administration officials used to describe the pandemic-induced price surges they initially thought would be temporary. “I regret saying it was transitory. It has come down. But I think transitory means a few weeks or months …
BY DAVID HAGGITH The old inflation monster is returning, and it looks “transitorily” familiar: The supply chain pressures that caused the ‘transitory’ part of inflation in 2022 may be about to return if the problems in the Red Sea and Indian Ocean continue,” said Larry Lindsey, chief executive of global economic advisory firm the Lindsey Group. “Neither the …
by qtrinh3 CNBC: Wholesale inflation rose 0.5% in September, more than expected The producer price index (wholesale price) is up 0.5% month to month. Beating the expected 0.3% rise MoM for September. CPI this Thursday will be bad as well (trust me bro). However, the US10Y is down yesterday and today. This is NOT because …
by DesmondMilesDant As you can see from the charts above, Invitation Homes and American Homes 4 Rent are no longer on a buying spree. This is likely due to the mortgage rate shock and COVID-19 recession.
via businessinsider: The US should expect the dollar’s share of global reserves to slowly decline, but no alternatives exist that could completely displace the greenback, Treasury Secretary Janet Yellen said on Tuesday. Her comments came during a Housing Financial Services Committee in response questions about the risk of de-dollarization. Asked by Rep. Warren Davidson, R-Ohio, …